@Minnvestor Midwestern Investor

Midwestern Investor posts on X about ai, $msft, $intu, $mrvl the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

[--] Week [-------] +545%
[--] Month [-------] +214%
[--] Months [-------] +139%
[--] Year [-------] +12%

Mentions: [--] #

[--] Week [--] +31%
[--] Month [--] -21%
[--] Months [---] +10%
[--] Year [---] -19%

Followers: [-----] #

[--] Week [-----] +0.24%
[--] Month [-----] +0.92%
[--] Months [-----] +11%
[--] Year [-----] +23%

CreatorRank: [---------] #

Social Influence

Social category influence finance 71.85% stocks 57.78% technology brands 36.3% countries 11.11% cryptocurrencies 7.41% travel destinations 2.22% exchanges 1.48% fashion brands 1.48% financial services 1.48% musicians 0.74%

Social topic influence ai 10.37%, $msft #394, $intu #209, $mrvl 7.41%, stocks 6.67%, in the 5.93%, $himx 5.93%, $avgo 5.93%, $tsm 5.93%, $klac 5.93%

Top accounts mentioned or mentioned by @memely @jaguaranalytics @perrybrarbrar @minnvestor @stockrocket1 @buccocapital @devahaz @midnightcaptl @daveyjuice @lithosgraphein @paurooteri @jukan05 @elicapitalgroup @pmooretrades @vladtenev @pythiar @onodacapital @aureliusltd28 @dylan522p @traceyryniec

Top assets mentioned Microsoft Corp. (MSFT) Intuit Inc. (INTU) Marvell Technology Inc (MRVL) Broadcom, Inc. (AVGO) Taiwan Semiconductor (TSM) KLA Corp (KLAC) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Palantir Technologies Inc. (PLTR) ASE Technology Holding Co., Ltd. (ASX) Now Coin (NOW) NVIDIA Corp. (NVDA) Astera Labs, Inc. (ALAB) Advanced Micro Devices (AMD) Toast, Inc. (TOST) Analog Devices, Inc. (ADI) Workday Inc (WDAY) Arista Networks Inc (ANET) Monolithic Power Systems, Inc. (MPWR) Semtech Corp (SMTC) Salesforce Inc (CRM) Lam Research Corporation (LRCX) Qorvo Inc (QRVO) S&P Global Inc (SPGI) Fair Isaac, Corp. (FICO) Helium IOT (IOT) Celsius Holdings, Inc. Common Stock (CELH) Fabrinet (FN) Axcelis Technologies Inc (ACLS) Cloudflare, Inc. (NET) ACM Research, Inc. Class A Common Stock (ACMR) Amkor Technology Inc (AMKR) Robinhood Markets, Inc. (HOOD) Palo Alto Networks Inc (PANW) Micron Technology, Inc. (MU) First Solar, Inc. (FSLR) Rambus Inc (RMBS) Nextracker Inc. (NXT) IES Holdings, Inc. Common Stock (IESC) AIT Protocol (AIT) MercadoLibre Inc (MELI) Mastercard, Inc. (MA) Moody's Corporation (MCO) AppLovin Corporation (APP) Adobe, Inc. (ADBE) Cadence Design Systems Inc (CDNS) Cintas Corporation (CTAS)

Top Social Posts

Top posts by engagements in the last [--] hours

"Turns out the helium play would have worked Pulsar shares are up +256% in the last four months. Northeastern MN is uniquely rich in natural resources so it's no surprise they're doing well $PLSR.V $PSRHF I'd like to take a moment to discuss helium and how it relates to the recent discovery in northern Minnesota $PLSR.V $PSRHF 🧵 https://t.co/Ddm5VIjskt I'd like to take a moment to discuss helium and how it relates to the recent discovery in northern Minnesota $PLSR.V $PSRHF 🧵 https://t.co/Ddm5VIjskt"
X Link 2026-02-01T16:40Z [----] followers, [---] engagements

"As someone who vibe codes and recommends process improvements to senior leaders it takes a lot more work than people make it seem. If your schedule is already somewhat packed it'll never get done Vendors add value. IMO there are lots of valid GARP opportunities in software rn"
X Link 2026-02-05T23:38Z [----] followers, [---] engagements

"$AEHR Wow $AEHR up 30%+ today on hyperscaler orders. $ACMR up 29% this week on China memory (cmxt + ymtc) $AXTI up 42% this week on photonics ramp and Google capex spend $AMKR up 19% this week w/ advanced packaging bottlenecks. Maybe the bottlenecks starting with letter A are a https://t.co/qoVfpgSB3b Wow $AEHR up 30%+ today on hyperscaler orders. $ACMR up 29% this week on China memory (cmxt + ymtc) $AXTI up 42% this week on photonics ramp and Google capex spend $AMKR up 19% this week w/ advanced packaging bottlenecks. Maybe the bottlenecks starting with letter A are a https://t.co/qoVfpgSB3b"
X Link 2026-02-12T04:48Z [----] followers, [---] engagements

"@davey_juice I felt that way about $AEHR $NXT $IESC $PLSR.V and sold them all too soon Feel the same way about $HIMX now and I'm determined to stop chickening out before the story is over"
X Link 2026-02-12T17:10Z [----] followers, [---] engagements

"Calling it now: 48% - Amy Klobuchar 46% - My Pillow Guy Klobuchar still wins but it's way closer than anyone expects. Low turnout antifa voters mad she's soft on ICE. Dark horse side bet Jesse Ventura runs and peels votes from Pillow Guy MINNESOTA POLL - Governor 🟦 Amy Klobuchar: 53% 🟥 Mike Lindell: 31% 🟦 Amy Klobuchar: 51% 🟥 Lisa Demuth: 38% Emerson 2/6-8 [----] LV 3% https://t.co/Iq7gtEso17 https://t.co/ZZVKtuzpuT MINNESOTA POLL - Governor 🟦 Amy Klobuchar: 53% 🟥 Mike Lindell: 31% 🟦 Amy Klobuchar: 51% 🟥 Lisa Demuth: 38% Emerson 2/6-8 [----] LV 3% https://t.co/Iq7gtEso17"
X Link 2026-02-12T22:24Z [----] followers, [---] engagements

"I'd like to take a moment to discuss helium and how it relates to the recent discovery in northern Minnesota $PLSR.V $PSRHF 🧵"
X Link 2024-10-30T18:53Z [----] followers, [----] engagements

"Imagine if $HOOD marketed IRA transfers to aging muni bondhodlers instead of no-money degen gamblers"
X Link 2026-02-12T22:50Z [----] followers, [---] engagements

"Yes I doubled down on $TOST in the final minutes of AH trading and no I'm not ashamed Lowest Finviz PEG ratios among software & semiconductor names with Piotroski F-Scores of 89: [----] $TOST Toast [----] $SMTC Semtech [----] $CRM Salesforce [----] $QRVO Qorvo [----] $INTU Intuit [----] $PLTR Palantir [----] $MSFT Microsoft [----] $LRCX Lam Research [----] $ADI Analog Devices Lowest Finviz PEG ratios among software & semiconductor names with Piotroski F-Scores of 89: [----] $TOST Toast [----] $SMTC Semtech [----] $CRM Salesforce [----] $QRVO Qorvo [----] $INTU Intuit [----] $PLTR Palantir [----] $MSFT Microsoft [----] $LRCX"
X Link 2026-02-14T01:24Z [----] followers, [---] engagements

"High precision optics equipment maker Zeiss $AFX.DE has my attention after reading a post from @lithos_graphein I can't believe they have an operation here in the Twin Cities Minnesota is such a hidden powerhouse of semiconductor talent in the U.S"
X Link 2024-10-25T22:45Z [----] followers, [----] engagements

"Sold Lasertec for an 86% gain $LSRCY Like Advantest this was a mean-reversion play and I don't want to be greedy. Unsponsored pink sheets make me nervous too and Lasertec hasn't been absolved of last year's short report allegations. May plow proceeds into AVC or King Yuan"
X Link 2025-12-04T21:16Z [----] followers, [---] engagements

"The good news: Alchip to LEAD Trainium4 backend design for Amazon The bad news: Alchip to lead Trainium4 backend design for AMAZON Still net bullish though. Amazing for a $10B ASIC house to take and keep a client from $MRVL https://newsletter.semianalysis.com/p/aws-trainium3-deep-dive-a-potential https://newsletter.semianalysis.com/p/aws-trainium3-deep-dive-a-potential"
X Link 2025-12-05T05:32Z [----] followers, [---] engagements

"$HIMX was today's best-performing chip stock Was there news on their CPO partnership with TSMC Maybe Tomahawk [--] A big WiseEye order Optics/packaging or AR/VR excitement Automotive rebound Or just a technicians' plaything I'll post if I find out more. $TSM $AVGO $ADI $NXPI"
X Link 2025-12-06T05:08Z [----] followers, [----] engagements

"Taiwan Semiconductor can't handle all the incoming orders for advanced chip packaging so they're outsourcing work to ASE and SPIL (both part of ASE Technology Holding) via @paurooteri Long $ASX"
X Link 2025-12-07T21:57Z [----] followers, [---] engagements

"AI custom silicon designers by company-wide TTM operating margin: 39.0% Broadcom $AVGO 17.6% MediaTek $2454.TW 15.3% Alchip $3661.TW 14.7% Marvell $MRVL 14.0% Global Unichip $3443.TW 7.5% Socionext $6526.T 3.5% Faraday $3035.TW -17.6% VeriSilicon $688521.SS"
X Link 2025-12-09T01:22Z [----] followers, [---] engagements

"Good news for Alchip ($3661.TW) the mid cap that took share from $MRVL for AWS's AI training chips Tranium [--] and [--]. Shares up +6% $AMZN up 2% on news theyre in talks to invest $10B in OpenAI + OpenAI will use Trainium chips [--]. Source is Information. So likely fake [--]. If true Jassy heard my calls of financial terrorism and decided to act [--]. Jeff and McKenzie are already salivating to sell this micro-pop $AMZN up 2% on news theyre in talks to invest $10B in OpenAI + OpenAI will use Trainium chips [--]. Source is Information. So likely fake [--]. If true Jassy heard my calls of financial terrorism and"
X Link 2025-12-17T11:13Z [----] followers, [---] engagements

"$AIT CEO Niel Schrimsher slowly rolls past you on a skateboard delivering 28% CAGR to shareholders"
X Link 2025-12-18T06:26Z [----] followers, [---] engagements

"Here's the gist of $GSIT: GSI's primary SRAM customers are Cadence and King Yuan for chip verification and test processes and Nokia for mobile networking. To a lesser extent they're also developing an Associative Processing Unit (APU) for in-memory compute The bull premise is the APU could solve a bottleneck for niche uses including search by performing simple compute tasks directly in the RAM as opposed going back and forth with the processor theoretically reducing the power consumption of these tasks by orders of magnitude Big if true. But the company's VP of Associative Computing just sold"
X Link 2025-12-28T05:43Z [----] followers, [----] engagements

"King Yuan Electronics $2449.TW has been on a tear up 140% in six months. As a more test-focused OSAT they have an outsized benefit as chips continue becoming more and more complex"
X Link 2025-12-29T05:55Z [----] followers, [---] engagements

"Companies with P/FCF [--] and the highest 35Y sales growth estimates excluding biotech: 37.1% $TKC Turkcell 31.0% $MBLY Mobileye 28.7% $CSAN Cosan 25.2% $EE Excelerate Energy 23.8% $DUOL Duolingo 22.5% $MNTN MNTN 21.7% $DNOW DNOW 21.5% $MELI MercadoLibre 20.1% $NTNX Nutanix"
X Link 2026-01-27T06:00Z [----] followers, [---] engagements

"Sold out of $WDAY added to $NOW Sold out of $AMZN added to $MSFT Sold out of $MRVL added to $NVDA May quality prevail"
X Link 2026-01-31T01:51Z [----] followers, [---] engagements

"Here's why $MSFT is higher quality than $AMZN. Change my mind: Microsoft is a must-have for enterprise OS software and identity. AWS's moat is narrower Microsoft returns value through buybacks and dividends. Amazon is often dilutive Microsoft has higher ROE/ROIC and fatter margins up and down Microsoft consistently generates positive FCF. Amazon often dips into the red Microsofts core business is a highly sticky subscription model with pricing power. Amazons is a retailer that will forever compete on cost @Minnvestor How is MSFT AMZN @Minnvestor How is MSFT AMZN"
X Link 2026-02-01T20:17Z [----] followers, [----] engagements

"$KLAC down -20% in [--] days doesn't seem normal. Something bigger is going on"
X Link 2026-02-03T21:32Z [----] followers, [---] engagements

"@JaguarAnalytics $SPGI trading below Oct [----] levels is insane. Opportunities abound imo"
X Link 2026-02-03T23:42Z [----] followers, [----] engagements

"Is it time to load up on financials Serious question $SPGI $MCO $V $MA $FICO $INTU @JaguarAnalytics $SPGI trading below Oct [----] levels is insane. Opportunities abound imo @JaguarAnalytics $SPGI trading below Oct [----] levels is insane. Opportunities abound imo"
X Link 2026-02-03T23:44Z [----] followers, [----] engagements

"@jukan05 I like how AppLovin in Hangul looks like App Rubbin"
X Link 2026-02-05T01:47Z [----] followers, [----] engagements

"@buccocapital Not quite. The pie is growing faster than their slice is shrinking. https://www.jonpeddie.com/news/ironwood-chetyorka-google-broadcom-mediatek-and-tsmc/ https://www.jonpeddie.com/news/ironwood-chetyorka-google-broadcom-mediatek-and-tsmc/"
X Link 2026-02-05T14:30Z [----] followers, [----] engagements

"@PerrybrarBrar Anything with decent fundamentals that's hard to rip out of a business once installed. These are on my radar but not recommendations/advice: $NOW $INTU $FICO $WDAY $PANW $ADBE $ROP $IOT $TOST"
X Link 2026-02-06T20:30Z [----] followers, [---] engagements

"Portfolio update: This market reaction seems too much like April [----] to sit idly by. What Deepseek was to AI hardware Claude is to AI software imo I did well throwing every penny I had into hardware last April. But now I'm taking chips off the table and pivoting. The moves: Sold: $ANET - industry concentration $CDNS - limited growth $CELH - clearer opps elsewhere $FLSR - low quality $KLAC - industry concentration $MELI - clearer opps elsewhere $SNPS - concentration fundamentals $XPEV - low quality Trimmed: #Alchip - industry concentration $ASX - industry concentration #AVC - industry"
X Link 2026-02-06T23:02Z [----] followers, [---] engagements

"Also I'm still all in $HIMX. Best upside to downside tradeoff imo with their micro lens arrays for $TSM's COUPE expected soon. Shares + calls Himax is my largest position"
X Link 2026-02-06T23:24Z [----] followers, [---] engagements

"Businesses don't make interns scrub toilets they hire $CTAS Likewise businesses won't risk security staff time and client relationships just to try saving a buck on software"
X Link 2026-02-07T15:00Z [----] followers, [---] engagements

"@buccocapital I too sold some GOOGL this week. Incredible run It's hard to imagine a repeat performance given their monster capex guide this year"
X Link 2026-02-07T15:10Z [----] followers, [---] engagements

"@devahaz The world needs cafeterias just like in grade school. One meal option per day The restaurant model is excessive in every way. Keeping fresh ingredients and prep for dozens of menu items cooking one plate at a time table service custom orders busing dishwashing it adds up"
X Link 2026-02-07T19:06Z [----] followers, [----] engagements

"@devahaz Grass fed sloppy joe with organic side salad on a paper plate: $4. It could be done"
X Link 2026-02-07T19:08Z [----] followers, [---] engagements

"I'm cautiously confident. Himax's automotive display IC business is cyclical but solid and helps limit downside. Their work on FAUs for TSMC's COUPE is the golden goose (hopefully) with tremendous upside potential and validation seems on track. Their other products (WiseEye devices front-lit LCoS) could also surprise if only temporarily For the options trade it's a volatile stock and more likely than not to break $12-15 at least once in the next two years imo. My ideal scenario is to trim calls in that range to pay off the premium and let the remaining calls ride the FAU ramp for maximum"
X Link 2026-02-08T02:44Z [----] followers, [--] engagements

"@elicapitalgroup @PMooreTrades It would be nice if you could select which transaction types to show/hide. It's fine if this is the default view but give users the option to only see stocks and options for example. Also keeps the UX simple like the original. Is this possible @vladtenev"
X Link 2026-02-09T02:02Z [----] followers, [--] engagements

"@PythiaR $MSFT watching Anthropic rely on 35+ year old ass PowerPoint to prove it's useful"
X Link 2026-02-10T03:08Z [----] followers, [---] engagements

"It's worth noting $TSM and $MU peaked in January [----] almost a full year before TSMC's revenue softened last cycle. Inevitably too much good news = bad news https://t.co/8WWcu5HlXq https://t.co/8WWcu5HlXq"
X Link 2026-02-10T13:30Z [----] followers, [---] engagements

"@Midnight_Captl Biggest capex spenders. Alphabet plowing nearly half of last year's revenue into more capex this year. Fortress balance sheets eroding no clear payoff they could all be delulu chasing AGI I'm not saying sell. But I can see why a Dunder Mifflin sounds more legit right now"
X Link 2026-02-12T22:02Z [----] followers, [----] engagements

"Remarkable the Taiwan Stock Exchange is closed for the next [--] days straight"
X Link 2026-02-13T04:33Z [----] followers, [---] engagements

"@PerrybrarBrar There's no alternative because Intuit lobbied like hell to keep it that way. I've despised them for it. But as an investor it's best to accept the world as it is not how I'd like it to be"
X Link 2026-02-13T22:30Z [----] followers, [--] engagements

"$SPOT AI DJ gets it tho wowww"
X Link 2026-02-14T01:55Z [----] followers, [---] engagements

"Could help $HOOD reduce reliance on trading volume and align with retirement focus if they're serious Imagine if $HOOD marketed IRA transfers to aging muni bondhodlers instead of no-money degen gamblers https://t.co/kBK0N4gVql Imagine if $HOOD marketed IRA transfers to aging muni bondhodlers instead of no-money degen gamblers https://t.co/kBK0N4gVql"
X Link 2026-02-15T02:45Z [----] followers, [---] engagements

"$AXON LEAPS Amy amirite"
X Link 2026-02-15T03:35Z [----] followers, [---] engagements

"Lowest Finviz PEG ratios among software & semiconductor names with Piotroski F-Scores of 89: [----] $TOST Toast [----] $SMTC Semtech [----] $CRM Salesforce [----] $QRVO Qorvo [----] $INTU Intuit [----] $PLTR Palantir [----] $MSFT Microsoft [----] $LRCX Lam Research [----] $ADI Analog Devices"
X Link 2026-02-13T15:41Z [----] followers, [---] engagements

"Portfolio updates November 2025: Mostly minor changes: Added to $MELI $CELH $HIMX Sold $FN $ATEYY $ONON I'm gradually trimming AI hardware stocks with high downside risk and it's worked out so far. Sold Advantest for [---] now it's [---]. Sold Astera Labs for [-----] now [---]. But these were fringe holdings. I'm still wildly exposed to AI overall. Added to MercadoLibre as a LT GARP holding. This is my most aggressive add this year. Love the consistent growth and diversification (non-AI non-US). I feel pretty strongly that a new position shouldn't start at 10% allocation so I don't plan to buy more"
X Link 2025-11-22T23:03Z [----] followers, [----] engagements

"Dutch semicap stocks today: +11.5% $BESI.AS BE Semiconductor +8.5% $ASML ASML +7.0% $ASM.AS ASM International"
X Link 2026-01-02T17:23Z [----] followers, [---] engagements

"@OnodaCapital @Aureliusltd28 I have such mixed feelings about contractors. Absolute beasts to date I rode $IESC up +60% and should've held on But wouldn't their growth be the first to soften You can only build a data center once. But the components within (chips interconnects etc) can keep being updated"
X Link 2026-02-12T17:00Z [----] followers, [--] engagements

"I owed thousands of dollars when we filed our taxes last year Filing again this weekend so I bought one more share of $INTU before the close for good luck"
X Link 2026-02-13T21:58Z [----] followers, [---] engagements

"@dylan522p bug bug fidget 🤣"
X Link 2026-02-13T22:20Z [----] followers, [---] engagements

"@TraceyRyniec Much if this is real estate which is the beef young people have I own a home but many stuck renting won't ever know what [--] years of compounding feels like. And examples of this seemingly accidental wealth accumulation are flaunted in their faces everyday"
X Link 2026-02-15T00:44Z [----] followers, [--] engagements

"International and emerging markets have been on an incredible run. My 401k trailed the S&P last year but is starting to pull away now [--] reasons why I just allocated 30% of my 401k to emerging markets and small cap value: 🧵 [--] reasons why I just allocated 30% of my 401k to emerging markets and small cap value: 🧵"
X Link 2026-02-15T16:16Z [----] followers, [---] engagements

"Monolithic Power's strong Q1 design wins positive outlook for enterprise data and expected content gains in automotive all point to strengthening power semi demand Inventory is very lean" even "unhealthy" which could lift adjacent players $MPWR $ACLS $AEHR"
X Link 2025-05-02T16:14Z [----] followers, [---] engagements

"Nvidia's leadership isn't just about chips it's also about how they're packaged. These companies are at the forefront of advanced packaging technology $KLAC $ASX $BESI.AS $NVMI $ONTO"
X Link 2025-05-28T19:46Z [----] followers, [----] engagements

"Nvidia CEO Jensen Huang said "an umpteen number of AI factory projects" are in discussion and development in Europe and mentioned upcoming talks in France UK Germany and Belgium Worth considering contractors operating in this region $J $ACM $EN.PA $NTT.F"
X Link 2025-05-31T15:22Z [----] followers, [---] engagements

"Top #semiconductor companies by projected 5-year annual sales growth: 20.3% $ARM Arm 19.4% $AVGO Broadcom 19.4% $NVDA NVIDIA 17.1% $MPWR Monolithic Power Systems 16.9% $AMD AMD 15.7% $TSM Taiwan Semiconductor 14.3% $MU Micron 13.6% $MCHP Microchip"
X Link 2025-06-04T04:01Z [----] followers, [---] engagements

"#Solar energy companies by employee growth rate: +73% $NXT Nextracker +21% $FSLR First Solar +2% $RUN Sunrun -1% $ARRY Array -1% $SHLS Shoals -12% $ENPH Enphase -23% $CSIQ Canadian Solar -30% $SEDG SolarEdge -41% $JKS JinkoSolar"
X Link 2025-06-08T16:46Z [----] followers, [----] engagements

"Power semiconductor and EV charging adjacent stocks are having a moment. June performance so far: +63% $NVTS Navitas +51% $PLUG Plug Power +29% $AEHR Aehr Test Systems +29% $ACLS Axcelis +22% $INDI Indie +16% $SEDG SolarEdge +10% $MPWR Monolithic Power +10% $ENPH Enphase"
X Link 2025-06-10T16:59Z [----] followers, [----] engagements

"Potential AI beneficiaries based in France: $SU.PA Schneider - power & cooling $LR.PA Legrand - data center hardware $OVH.PA OVHcloud - cloud infra $CAP.PA Capgemini - AI consulting $DSY.PA Dassault - digital twins"
X Link 2025-06-13T04:18Z [----] followers, [---] engagements

"Jensen Huang said France's surplus nuclear energy uniquely positions the country for Europe's AI build out "Instead of exporting energy you could export AI""
X Link 2025-06-13T04:18Z [----] followers, [---] engagements

"Other potential AI plays in France: Cabling: $RXL.PA $NEX.PA $PRY.MI Construction: $DG.PA $EN.PA $FGR.PA Building materials: $NK.PA Advanced materials: $SOI.PA Telecom & cloud: $ORA.PA REITs: $ICAD.PA $DLR $EQIX $KDDIY"
X Link 2025-06-15T15:06Z [----] followers, [---] engagements

"I repeat: "Insanely bullish" $BESI.AS @nrossolillo Besi's update along with the shift from Moore's to advanced packaging is insanely bullish @nrossolillo Besi's update along with the shift from Moore's to advanced packaging is insanely bullish"
X Link 2025-06-16T22:29Z [----] followers, [---] engagements

"$SU.PA Schneider Electric looks ready to outperform as Europe's AI build-out gets underway. The company improved EPS at a 10.3% CAGR over the past 3Y without clear AI tailwinds. They've since announced a partnership with Nvidia earlier this month: https://www.se.com/ww/en/about-us/newsroom/news/press-releases/schneider-electric-accelerates-the-development-and-deployment-of-ai-factories-at-scale-with-nvidia-68432d51b96642343f0f890b"
X Link 2025-06-25T21:04Z [----] followers, [---] engagements

"Salesforce may be good but the best "Nothing Ever Happens" play is Taiwan and it's not even close Salesforce seems like a good Nothing Ever Happens portfolio candidate but I just cant get over Gavin Belson puking $2-4M into the market every. single. fucking. day for [--] years straight https://t.co/PjtOR7E7AV Salesforce seems like a good Nothing Ever Happens portfolio candidate but I just cant get over Gavin Belson puking $2-4M into the market every. single. fucking. day for [--] years straight https://t.co/PjtOR7E7AV"
X Link 2025-06-28T01:06Z [----] followers, [---] engagements

"Watching: $TSM TSMC $ASX ASE $3661.TW Alchip $3529.TWO eMemory $5274.TWO Aspeed $HIMX Himax"
X Link 2025-06-28T01:14Z [----] followers, [---] engagements

"I've been thinking about Lasertec (6920.T) the only maker of actinic EUV-mask inspection tools. Big upside depends on Intel & Samsung rolling out High NA over the next 5Y as TSMC holds off. Otherwise it's a higher beta $ASML which I already own. I'll wait for the cue from $TSM"
X Link 2025-07-07T19:24Z [----] followers, [---] engagements

"3/5 My theory on semis is this train doesn't stop until generative AI video is quick and easy. $AVGO $MPWR and Alchip for ASICs $RMBS for IP $ASX for advanced packaging $HIMX for COUPE Sold $NVEC nifty local company and dividend ballast but no longer fits the criteria"
X Link 2025-07-08T21:34Z [----] followers, [---] engagements

"4/5 For semicaps my focus is best of breed niche players. $ASM.AS for multilayering $BESI.AS for advanced packaging and $ATEYY for test. All large caps Sold $AEHR and $ACLS because small cap cyclicals no longer fit the criteria. Also sold $AMAT a slower growing generalist"
X Link 2025-07-08T21:34Z [----] followers, [---] engagements

"Advanced packaging is set to drive gains in chip performance for decades which is why I own a basket of companies at the center of this shift: $ASX $TSM $BESI.AS $KLAC $ASM.AS $ATEYY"
X Link 2025-07-11T18:52Z [----] followers, [---] engagements

"$NET $NOW $PANW are high quality companies but I couldn't get comfortable holding at these valuations. Too well known too crowded. Sold them and bought: - ASIC design: $MRVL - Data center: $ANET $AMD* $ALAB* - Pure growth: $FSLR $IOT * = new position http://3443.TW http://3443.TW"
X Link 2025-07-18T19:04Z [----] followers, [---] engagements

"Companies that need more compute including hyperscalers are moving from general-purpose chips to custom silicon. I own several leaders in this space: $AVGO $MRVL $GOOGL $AMD"
X Link 2025-07-21T00:02Z [----] followers, [----] engagements

"Correction: this should say 23% of my stock portfolio: 7.4% $AVGO 5.9% $GOOGL 3.7% $MRVL 2.6% Alchip 2.1% Global Unichip 1.7% $AMD"
X Link 2025-07-25T20:30Z [----] followers, [---] engagements

"Recurring revenue lower risk. Just different risk. For example $NET is great but could be flat for years. Whereas a company like Alchip w similar growth isn't overvalued but has cyclical and geopolitical risks Either way buying high growth = assuming a risk. No free rides"
X Link 2025-07-27T16:20Z [----] followers, [---] engagements

"@StockSavvyShay $AMZN partner Alchip has been on a tear this quarter. Question is how much of the AWS pie they'll keep vs. Marvell. Lower margin company because they compete on quality AND cost. Worth adding to your watchlist if you have IBKR ($3661.TW)"
X Link 2025-08-18T13:03Z [----] followers, [---] engagements

"These are the hard decisions. $AMAT $ASML $ASM.AS $6920.T"
X Link 2025-08-28T02:24Z [----] followers, [---] engagements

"Portfolio update. Been playing with different ways to show my holdings (by weight sector or geography). Which do you like most New adds since the last update: $ALAB $MRVL $SITM $LSRCY $3017.TW $3443.TW Sold: $NOW $PANW $NET $ASML More details: I sold $ASML because they're a slower grower and also China risk. The China situation affects all major semicaps. I bought Lasertec as a high beta proxy and overall I like more niche players with asymmetrical upside potential. Long term $KLAC is my favorite of the bigs Bought but then sold $AMD. Need to see more trailing growth before I can believe in"
X Link 2025-08-31T21:05Z [----] followers, [----] engagements

"Bedraggled Dutch WFE makers get hit again after China permits revoked $ASML $ASM.AS $BESI.AS However in my experience it's usually not a bad time to buy semicaps when they look like trash. Doubled my position in Besi today"
X Link 2025-09-02T15:35Z [----] followers, [---] engagements

"My thinking has evolved over the past two days. High growth estimates are also a risk (the risk of missing high expectations) If I deem estimates above 25% lofty companies in the sweet spot include: $APH $BESI.AS $FN $META $MRVL $MSFT $RMBS $SNPS $TSM It may be time to cull the herd. The frothy sentiment is becoming shameless (quantum crypto pre-revenue etc.) Thinking it's time to limit valuation downside and tone my portfolio's growth muscle. On the chopping block: $ALAB $SITM $IOT $MPWR $WDAY $GOOGL $AMZN $KLAC and more https://t.co/qFX2oJtK66 It may be time to cull the herd. The frothy"
X Link 2025-09-25T17:40Z [----] followers, [---] engagements

"$BESI.AS CEO: Market share isn't the goal. You want to lead where you get the most value But the costs of hybrid bonding are 4-6x higher vs. soldiering. You need a much higher quality clean rooma large cost. So these steps in technology keep taking longer via @BeuvingJordy"
X Link 2025-10-29T12:58Z [----] followers, [---] engagements

"Good times if you've been in Japanese semicaps wow $ATEYY $LSRCY Goes to show value and international investing can still pay off. Big move by Taiwanese OSAT ASE too $ASX"
X Link 2025-10-31T18:11Z [----] followers, [---] engagements

"Large cap software companies with Altman-Z scores under [---] indicating highest risk of bankruptcy: [-----] $VRSN VeriSign [----] $GRAB Grab [----] $RBRK Rubrik [----] $U Unity [----] $CRWV CoreWeave [----] $DAY Dayforce [----] $FIG Figma [----] $GEN Gen Digital [----] $AFRM Affirm"
X Link 2025-11-03T14:40Z [----] followers, [----] engagements

"It's crazy how you can buy shares of Taiwanese businesses but you can't even buy a Taiwanese dollar"
X Link 2025-11-07T01:32Z [----] followers, [---] engagements

"Six companies have five-year sales and earnings CAGR forecasts above 25% and a positive forward PEG ratio: [----] $CELH Celsius [----] $NVDA Nvidia [----] $CVNA Carvana [----] $AMD AMD [----] $ORCL Oracle [----] $PLTR Palantir"
X Link 2025-11-26T19:26Z [----] followers, [---] engagements

"$APP AppLovin at $234 billion is now larger than: $220B $MCD McDonald's $217B $ABT Abbott $215B $TMO Thermo Fisher $201B $PEP Pepsi $194B $C Citi $188B $DIS Disney $176B $BLK Blackrock $146B $PFE Pfizer $141B $UNP Union Pacific $138B $LOW Lowe's $138B $ADBE Adobe"
X Link 2025-12-04T18:52Z [----] followers, [---] engagements

"@ScavengerCap I hope you're right about visibility. The Alchip/Ayer news was a pleasant surprise (I bought more Alchip last week). Monday's market reaction should reveal if the COUPE news has legs for both Alchip and Himax $ALAB is tradable but the valuation makes me too nervous to hold lol"
X Link 2025-12-06T15:26Z [----] followers, [---] engagements

"Top large cap software companies by next 35Y annual sales growth estimates: 72.4% $CRWV CoreWeave 39.4% $PLTR Palantir 31.8% $ORCL Oracle 26.5% $NET Cloudflare 24.7% $RBRK Rubrik 24.0% $SNOW Snowflake 23.7% $IOT Samsara 23.3% $SHOP Shopify 23.2% $AFRM Affirm"
X Link 2025-12-22T06:03Z [----] followers, [---] engagements

"@EricJhonsa @insane_analyst Computer engineers are a unique breed. I knew one who owned lots of stocks that went nowhere but was also super early to $NVDA $AMD $XLNX and did very well Never good to chase someone else's longs but I always appreciate you and Irrational for the vibe checks. Keep it up"
X Link 2025-12-23T15:41Z [----] followers, [---] engagements

"@DGretta_Author Do you view $MET and $BRO as ballasts that allow you to speculate more or do you pick stocks you like irrespective of portfolio mix"
X Link 2025-12-30T13:30Z [----] followers, [--] engagements

"Trying to think of reasons why loading up on $LSRCY before Tokyo opens wouldn't work WOW "We think TSMC alone could install [----] EUV tools as it may expand advanced capacity by 4050% in 2027E potentially lifting total EUV units to [----] units near ASMLs full capacity. As such we now expect Low-NA EUV revenue to rise by one-third in FY26E and further WOW "We think TSMC alone could install [----] EUV tools as it may expand advanced capacity by 4050% in 2027E potentially lifting total EUV units to [----] units near ASMLs full capacity. As such we now expect Low-NA EUV revenue to rise by one-third in"
X Link 2026-01-02T19:46Z [----] followers, [---] engagements

"In addition to upgrading $ASML Aletheia upgraded Lasertec to a buy two months ago"
X Link 2026-01-02T19:58Z [----] followers, [---] engagements

"$3443.TW Global Unichip just keeps working +36% FY25 revenue growth +44% QoQ their 3nm HBM3E controller and advanced packaging IP are being integrated into ASICs for a leading CSP and multiple HPC customers. Analyst raised target to NT$2530"
X Link 2026-01-06T04:13Z [----] followers, [---] engagements

"I exited Lasertec $LSRCY again today a trade on positive EUV sentiment. It worked (+7.5%) but I question my impulse to trade in the first place Anyway I put half into Vusion $VU.PA. I don't have a feel for the Paris Exchange yet but this one is moody"
X Link 2026-01-14T04:20Z [----] followers, [---] engagements

"Horrible timing. Lasertec shares rose +9% while Vusion fell -14% in just two days since these trades This is why I'm a wuss and usually just DCA small amounts to flatten out timing risk. But int'l commission fees incentivize larger orders I exited Lasertec $LSRCY again today a trade on positive EUV sentiment. It worked (+7.5%) but I question my impulse to trade in the first place Anyway I put half into Vusion $VU.PA. I don't have a feel for the Paris Exchange yet but this one is moody I exited Lasertec $LSRCY again today a trade on positive EUV sentiment. It worked (+7.5%) but I question my"
X Link 2026-01-15T16:07Z [----] followers, [---] engagements

"@Dr_Gingerballs A friend of mine said it best "Microsoft programs have an excessive amount of stupid""
X Link 2026-01-29T06:04Z [----] followers, [----] engagements

"@SA_VanInvestor $NOW has stronger margins and revenue growth more product areas and fragmented competition. Also their ITAM/HAM services should be a tailwind as existing AI hardware reaches end of life I like both but $WDAY has a narrower market and may be capped at mid-teens sales growth"
X Link 2026-02-02T20:53Z [----] followers, [--] engagements

"@Waverity "Will Office be that dominant in [--] years" Yes "Amazon profits comes from cloud" So do Microsoft's "The most efficient retailer on Earth" Margin pressure built-in volume and macro dependent "with advance knowledge and usage of robotics." Lots of capex"
X Link 2026-02-02T23:37Z [----] followers, [--] engagements

"@Midnight_Captl Many will get stopped out and add to $MSFT"
X Link 2026-02-03T22:04Z [----] followers, [---] engagements

"Full port $MSFT will outperform will underperform will get rekt will outperform will underperform will get rekt"
X Link 2026-02-04T00:05Z [----] followers, [---] engagements

"$PMJIX PIMCO RAE US Small Fund 11% long term EPS growth [---] holdings 5.6% $ANF Abercrombie & Fitch 4.4% $DDS Dillard's 3.9% $HCC Warrior Met Coal 3.2% $SFM Sprouts Farmers Market 3.1% $ALSN Allison Transmission 2.5% $MUSA Murphy USA 2.0% $SANM Sanmina 1.9% $JHG Janus Henderson https://twitter.com/i/web/status/1865853162780787082 https://twitter.com/i/web/status/1865853162780787082"
X Link 2024-12-08T20:17Z [----] followers, [---] engagements

"$FSSNX Fidelity Small Cap Index Fund 12.2% long term EPS growth [----] holdings 0.5% $PCVX Vaxcyte 0.5% $FTAI FTAI Aviation 0.4% $INSM Insmed 0.4% $SFM Sprouts Farmers Market 0.3% $FN Fabrinet 0.3% $AIT Applied Industrial Tech. 0.3% $MLI Mueller Industries 0.3% $FLR Fluor https://twitter.com/i/web/status/1865862019594993685 https://twitter.com/i/web/status/1865862019594993685"
X Link 2024-12-08T20:52Z [----] followers, [---] engagements

"My best "buy the dip" stocks in the past year have been: $AVGO Broadcom $IES IES $HIMX Himax $ACLS Axcelis All up around 50% for me. I'm going to post a quick write up each one to decide if it's time to trim hold or add more"
X Link 2025-06-12T20:30Z [----] followers, [----] engagements

"Top US tech stocks with LT annual EPS growth estimates above 15% by operating margin: 58% $NVDA Nvidia 44% $FICO FICO 42% $ANET Arista Networks 42% $KLAC KLA 39% $OLED Universal Display Corp 38% $AVGO Broadcom 35% $RMBS Rambus 35% $FSLR First Solar"
X Link 2025-06-26T06:23Z [----] followers, [---] engagements

"These hardware makers from Taiwan have insane sales growth estimates: Company Fwd PE Next 3-5Y CAGR EMC [----] 29% AVC [----] 33% GCE [----] 32% Asmedia [----] 30% http://5269.TW http://2368.TW http://3017.TW http://2383.TW http://5269.TW http://2368.TW http://3017.TW http://2383.TW"
X Link 2025-08-22T03:12Z [----] followers, [---] engagements

"Trimmed half my Fabrinet $FN position today. Still bullish long term like Advantest but some of the winners in this space seem to have stalled $ANET $ALAB and I don't like seeing this:"
X Link 2025-11-11T21:12Z [----] followers, [---] engagements

"I couldn't get comfortable with the "wait and see" aspect though and sold Pulsar in late [----] But fwiw I'm credited with the 2nd best stock pick YTD at @memely $PLSR.V $PSRHF"
X Link 2026-02-01T16:58Z [----] followers, [---] engagements

"Wind energy company Siemens Gamesa $SGRE.MC the 6th largest holding in Clean Tech ETF $CTEC is going private. Shareholders left wondering if they're getting a fair deal. #cleanenergy #stocks #ESG @GlobalXETFs via @WSJ https://www.wsj.com/articles/siemens-energy-picks-a-good-moment-to-take-wind-turbines-private-11653324445st=fkfox5b5j38ymzz&reflink=mobilewebshare_twitter https://www.wsj.com/articles/siemens-energy-picks-a-good-moment-to-take-wind-turbines-private-11653324445st=fkfox5b5j38ymzz&reflink=mobilewebshare_twitter"
X Link 2022-05-25T18:09Z [----] followers, [--] engagements

"Bull case for Wistron and Wiwynn: https://youtu.be/U-Zyey8bIKE https://youtu.be/U-Zyey8bIKE"
X Link 2025-09-06T14:59Z [----] followers, [---] engagements

"Wiwynn ($6669.TW) hits the Taipei Exchange's daily price fluctuation limit with a +10% gain in a single day. Trading is halted"
X Link 2025-09-10T04:39Z [----] followers, [---] engagements

"Wiwynn 158% YoY sales growth 🤯 $6669.TW Taiwanese AI server OEMs Wistron Wiwynn and Quanta reported a strong October revenue driven by strong AI demand. Attached graph is Wistron's monthly revenue. - Quantas consolidated revenue for October was NT$173.196 billion down 5.9% MoM but up 27.4% YoY. Cumulative https://t.co/i2qVFXp4HN Taiwanese AI server OEMs Wistron Wiwynn and Quanta reported a strong October revenue driven by strong AI demand. Attached graph is Wistron's monthly revenue. - Quantas consolidated revenue for October was NT$173.196 billion down 5.9% MoM but up 27.4% YoY. Cumulative"
X Link 2025-11-07T23:55Z [----] followers, [---] engagements

"Bull case for Wiwynn:"
X Link 2025-11-08T00:02Z [----] followers, [---] engagements

"7 reasons why I just allocated 30% of my 401k to emerging markets and small cap value: 🧵"
X Link 2024-12-13T00:20Z [----] followers, [---] engagements

"Remarkable the Taiwan Stock Exchange is closed for the next [--] days straight"
X Link 2026-02-13T04:33Z [----] followers, [---] engagements

"Imagine if $HOOD marketed IRA transfers to aging muni bondhodlers instead of no-money degen gamblers"
X Link 2026-02-12T22:50Z [----] followers, [---] engagements

"MINNESOTA POLL - Governor 🟦 Amy Klobuchar: 53% 🟥 Mike Lindell: 31% 🟦 Amy Klobuchar: 51% 🟥 Lisa Demuth: 38% Emerson 2/6-8 [----] LV 3% https://emersoncollegepolling.com/minnesota-2026-poll-democrats-lead-gop-as-voters-cite-threats-to-democracy/ https://emersoncollegepolling.com/minnesota-2026-poll-democrats-lead-gop-as-voters-cite-threats-to-democracy/"
X Link 2026-02-11T12:15Z 230.6K followers, 56.7K engagements

"Wow $AEHR up 30%+ today on hyperscaler orders. $ACMR up 29% this week on China memory (cmxt + ymtc) $AXTI up 42% this week on photonics ramp and Google capex spend $AMKR up 19% this week w/ advanced packaging bottlenecks. Maybe the bottlenecks starting with letter A are a good sign https://twitter.com/i/web/status/2021599607294484734 https://twitter.com/i/web/status/2021599607294484734"
X Link 2026-02-11T14:58Z 57.8K followers, 55K engagements

"@JaguarAnalytics $SPGI trading below Oct [----] levels is insane. Opportunities abound imo"
X Link 2026-02-03T23:42Z [----] followers, [----] engagements

"$KLAC down -20% in [--] days doesn't seem normal. Something bigger is going on"
X Link 2026-02-03T21:32Z [----] followers, [---] engagements

"@Minnvestor How is MSFT AMZN"
X Link 2026-01-31T04:16Z [---] followers, [----] engagements

"I'd like to take a moment to discuss helium and how it relates to the recent discovery in northern Minnesota $PLSR.V $PSRHF 🧵"
X Link 2024-10-30T18:53Z [----] followers, [----] engagements

"Sold out of $WDAY added to $NOW Sold out of $AMZN added to $MSFT Sold out of $MRVL added to $NVDA May quality prevail"
X Link 2026-01-31T01:51Z [----] followers, [---] engagements

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